GEN Financial Management’s IBM IBM Stock Holding History

GEN Financial Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,131	Closed	-$249K	–	58
2024 Q4	$249K	Buy	+1,131	New	+$252K	0.16%	45

Other funds holding IBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

GEN Financial Management's IBM Position: Q1 2025 in Review

GEN Financial Management sold out of IBM (IBM) in Q1 2025, closing a stake of 1,131 shares — an estimated $249K sold.

GEN Financial Management first reported a position in IBM in Q4 2024 and held it in 1 quarter. The position peaked at $249K in Q4 2024. 3,258 funds tracked by Wall St. Rank hold IBM as of Q1 2025.

GEN Financial Management reported no remaining IBM position as of Q1 2025 after selling out during the quarter.
GEN Financial Management sold 1,131 IBM shares in Q1 2025, an estimated $249K.
GEN Financial Management first reported a position in IBM in Q4 2024 and held it in 1 quarter.
GEN Financial Management's IBM position peaked at $249K in Q4 2024.
3,258 funds tracked by Wall St. Rank held IBM as of Q1 2025.

Based on GEN Financial Management's 13F filing for Q1 2025, filed 16 Apr 2025.